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September Issue OUT NOW
29 August 2018
In your September issue of Professional Paraplanner – CLICK HERE TO VIEW
Paraplanner profile
Editor Rob Kingsbury spoke to the paraplanning team at Chadney Bulgin, about how they operate both a dedicated and a pooled unit within the business
Changing jobs
Jenny Madhoo, paraplanner at A2+B Wealth, suggests points paraplanners should consider when moving to a new company
Becoming a paraplanner
Damian Corley tells how becoming a paraplanner is the biggest risk he has taken professionally
Technical: Carry Forward
Fiona Tait, technical director, Intelligent Pensions, looks at three different factors to consider when using carry forward for a client’s pension payments
Training Development and Qualifications
Alongside our Test Your Knowledge exam refresher, Catriona Standingford of Brand Financial Training looks at the Securities Advice and Dealing exam and what it offers paraplanners
Technical: Planning for school fees
Canada Life’s Kim Jarvis presents a case study on how to use onshore bonds to pay the next generation’s school fees
Top paraplanner skills employers tell us they want
What are the top skills employers typically want to see from a paraplanner? Lewis Byford, co-founder of financial services...
Your February 2021 issue is now live
Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...
Budget 2021: Key points for paraplanners
With £355 billion of debt having been accumulated in the past year and a potential £204 billion or more to be...